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lundi 27 février 2012

UPDATE DRL BPOP DAN

After the first (almost) 60 dyas of the year here is an update about the above stocks:

DRL: good results in Q4 2011 should be the same for Q1 2012. Has been confirmed a CCC credit rating by Finch with a favorable outlook. This will help. Still 3,4M shares are shorted so the next results if good could result in a short squeeze. I expect a 3,75$ share price end of 2012.

BPOP: Results ok in Q4 2011 but i expect a very good Q1 2012. BPOP is the leading bank in Puerto Rico and results should improve during 2012. 15M shares have been shorted and could be a game changer if results for Q1 2012 are surprising. Recently options calls have been on the rise and could mean the start of a new leg up for BPOP. I expect a 5,75$ share price end of 2012

DAN: Still the leader in my picks for the past 3 years. From 1,27$ to 16$ it is a 1200% increase. NOT BAD AT ALL !. I still expect some improvement in the car business and the fact that DAN has most car manufacturers as customers, it is avoiding any huge sale decrease due to Europe. I expect a 24$ share price by end of 2012.

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